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InfluencerSoft + Follow Up Boss Integration

InfluencerSoft + Follow Up Boss Integration

Integrately lets you integrate InfluencerSoft and Follow Up Boss instantly - without any learning curve.

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Popular InfluencerSoft + Follow Up Boss Workflows

InfluencerSoft + Follow Up Boss Integration

Create Follow Up Boss contact from new InfluencerSoft order

As an online store owner, you're likely using InfluencerSoft to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate InfluencerSoft with Follow Up Boss? This integration will allow you to automatically create a contact for each new order in Follow Up Boss.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Follow Up Boss + InfluencerSoft Integration

Create InfluencerSoft customer for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use InfluencerSoft to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Follow Up Boss, a corresponding customer will automatically be created in InfluencerSoft.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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InfluencerSoft + Follow Up Boss Integration

Create Follow Up Boss deal for new InfluencerSoft customer

This automation makes it easy to create new deal in Follow Up Boss when a new customer is created in InfluencerSoft. Just connect your accounts, and every time a new customer is created in InfluencerSoft, a new deal will automatically be created in Follow Up Boss.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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InfluencerSoft + Follow Up Boss Integration

Create Follow Up Boss task for new InfluencerSoft customer

Follow Up Boss and InfluencerSoft are two powerful cloud-based tools that can be used to improve business productivity.

Using this automation between Follow Up Boss and InfluencerSoft, you can create task in Follow Up Boss whenever a new customer is created in InfluencerSoft.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads.

Setting up this automation is quick and easy, and can be done with just a few clicks!
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InfluencerSoft + Follow Up Boss Integration

Create Follow Up Boss contact for new InfluencerSoft customer

Follow Up Boss and InfluencerSoft are two separate sales tools that can be used in conjunction with one another to create a more streamlined process for sales teams. However, when you create a customer in InfluencerSoft, that contact does not automatically show up in Follow Up Boss.

With this integration, a new contact will automatically be created in Follow Up Boss when an email address is captured in InfluencerSoft. This makes it easy for your sales team to track leads and prospects.
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What Do You Want To Automate?
InfluencerSoft + Follow Up Boss Integration
When
  • Order is created in InfluencerSoft
    Order is created in InfluencerSoft Instant
  • Order is prepaid in InfluencerSoft
    Order is prepaid in InfluencerSoft Instant
  • Order is paid in InfluencerSoft
    Order is paid in InfluencerSoft Instant
  • Order is cancelled in InfluencerSoft
    Order is cancelled in InfluencerSoft Instant
  • Moneyback is requested in InfluencerSoft
    Moneyback is requested in InfluencerSoft Instant
  • Customer is unsubscribed in InfluencerSoft
    Customer is unsubscribed in InfluencerSoft Instant
  • Customer is subscribed in InfluencerSoft
    Customer is subscribed in InfluencerSoft Instant
  • Product is created in InfluencerSoft
    Product is created in InfluencerSoft
  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
Automatically
  • Add Lead To Group in InfluencerSoft
    Add Lead To Group in InfluencerSoft
  • Update Subscriber in InfluencerSoft
    Update Subscriber in InfluencerSoft
  • Unsubscribe Contact in InfluencerSoft
    Unsubscribe Contact in InfluencerSoft
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

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Why InfluencerSoft & Follow Up Boss Users Integrately

InfluencerSoft + Follow Up Boss Integration
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Integrate InfluencerSoft & Follow Up Boss In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate InfluencerSoft & Follow Up Boss with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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